See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,729 | $227,553-94.0% | $189,557-92.8% | $167,490-91.8% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 24.87% | 78.40%-53.5pp | 64.17%-39.3pp | 478.56%-453.7pp |
| Employer contribution / active EE | $1,186 | $5,316-77.7% | $4,412-73.1% | $4,837-75.5% |
| Participant deferral / active EE | $2,046 | $7,002-70.8% | $6,174-66.9% | $6,341-67.7% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |